Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,585 | $51,638+468.5% | $129,406+126.9% | $80,959+262.6% |
| Participation rate | 98.2% | 56.9%+41.3pp | 69.6%+28.6pp | 67.7%+30.6pp |
| Annual return | 15.65% | 20.78%-5.1pp | 9468.18%-9452.5pp | 35.67%-20.0pp |
| Employer contribution / active EE | $9,601 | $1,584+506.3% | $4,155+131.1% | $2,757+248.2% |
| Participant deferral / active EE | $10,141 | $2,670+279.8% | $4,167+143.4% | $4,300+135.8% |
| Admin fee / account holder | $5,265 | $4,313+22.1% | $7,689-31.5% | $6,925-24.0% |